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The New Trusted Adviser

The New Trusted Adviser

  • Author:
  • Publisher: Lawbook Co.
  • ISBN: 9780864608765
  • Published In: July 2014
  • Format: Paperback
  • Jurisdiction: Australia ? Disclaimer:
    Countri(es) stated herein are used as reference only
HKD 343.07
Delivery Time: around 4-5 weeks
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  • Description 
  • Contents 
  • Details

    In the post-GFC environment it has become more important than ever for advisers to earn and keep the trust of their clients.

    The New Trusted Adviser, authored by James Evangelidis and soon to be published by Thomson Reuters, shows how becoming a trusted adviser to your clients can help you to grow your advisory business.

    The book features interviews with a range of professionals, sharing insights into their industry and important lessons about client relationships. Included interviews feature Australian and New Zealand partners from firms including Ernst & Young, KPMG, Deloitte, PWC, Baker & Mckenzie, Minter Ellison, King & Wood Mallesons, Gilbert & Tobin, Maurice Blackburn, Herbert Smith Freehills and others.

  • 1.    All about trust
    2.    Why do advisers exist?
    3.    All about being an adviser
    4.    Relationships
    5.    Asking (better) questions
    6.    The wonder that is listening
    7.    The power of proactivity
    8.    Small things, done often, done well
    9.    The art of service
    10.  The potency of language
    11.  The unsexy world of consistency
    12.  Adding value for your client
    13.  Getting better at what you do
    14.  The human touch
    15.  Much ado about fees
    16.  Trust in a digital world
    17.  The changing role of advisers
    18.  All about clients

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